IAT:NYE-iShares U.S. Regional Banks ETF (USD)

ETF | Financial |

Last Closing

USD 50.85

Change

+0.40 (+0.79)%

Market Cap

N/A

Volume

0.07M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-24 )

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BIZD VanEck BDC Income ETF

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VPC Virtus Private Credit ETF

+0.17 (+0.77%)

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BDCZ UBS AG London Branch ELKS 4

+0.23 (+1.20%)

USD 0.02B
IYF iShares U.S. Financials ETF

+1.27 (+1.15%)

N/A
IYG iShares U.S. Financial Service..

+1.04 (+1.33%)

N/A
IAI iShares U.S. Broker-Dealers & ..

+2.21 (+1.53%)

N/A

ETFs Containing IAT

LDRS 0.00 % 0.60 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 21.53% 29% F 79% B-
Dividend Return 2.60% 71% C- 41% F
Total Return 24.13% 29% F 79% B-
Trailing 12 Months  
Capital Gain 20.64% 35% F 79% B-
Dividend Return 2.58% 71% C- 41% F
Total Return 23.22% 35% F 78% C+
Trailing 5 Years  
Capital Gain -0.76% 24% F 47% F
Dividend Return 12.74% 59% D- 41% F
Total Return 11.98% 6% D- 39% F
Average Annual (5 Year Horizon)  
Capital Gain 11.39% 18% F 68% D+
Dividend Return 13.96% 12% F 69% C-
Total Return 2.57% 76% C+ 58% F
Risk Return Profile  
Volatility (Standard Deviation) 40.29% 12% F 25% F
Risk Adjusted Return 34.65% 12% F 49% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.